CSQ
Price
$19.21
Change
+$0.11 (+0.58%)
Updated
Sep 18, 04:59 PM (EDT)
Net Assets
3.23B
NIE
Price
$24.83
Change
+$0.06 (+0.24%)
Updated
Sep 18, 04:59 PM (EDT)
Net Assets
762.55M
Interact to see
Advertisement

CSQ vs NIE

Header iconCSQ vs NIE Comparison
Open Charts CSQ vs NIEBanner chart's image
Calamos Strategic Total Return
Price$19.21
Change+$0.11 (+0.58%)
Volume$859
Net Assets3.23B
Virtus Equity & Convertible Income Fund
Price$24.83
Change+$0.06 (+0.24%)
Volume$100
Net Assets762.55M
CSQ vs NIE Comparison Chart in %
Loading...
CSQ
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
NIE
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
View a ticker or compare two or three
VS
CSQ vs. NIE commentary
Sep 19, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CSQ is a StrongBuy and NIE is a Buy.

Interact to see
Advertisement
SUMMARIES
Loading...
FUNDAMENTALS
Fundamentals
CSQ has more net assets: 3.23B vs. NIE (763M). CSQ has a higher annual dividend yield than NIE: CSQ (13.751) vs NIE (7.362). CSQ was incepted earlier than NIE: CSQ (21 years) vs NIE (19 years). NIE (1.12) has a lower expense ratio than CSQ (1.91). NIE has a higher turnover CSQ (37.00) vs CSQ (37.00).
CSQNIECSQ / NIE
Gain YTD13.7517.362187%
Net Assets3.23B763M423%
Total Expense Ratio1.911.12171%
Turnover37.00152.0024%
Yield1.420.23606%
Fund Existence21 years19 years-
TECHNICAL ANALYSIS
Technical Analysis
CSQNIE
RSI
ODDS (%)
Bearish Trend 2 days ago
88%
Bearish Trend 2 days ago
83%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
81%
Bearish Trend 2 days ago
81%
Momentum
ODDS (%)
Bullish Trend 2 days ago
89%
Bullish Trend 2 days ago
88%
MACD
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
80%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
88%
Bullish Trend 2 days ago
86%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
88%
Bullish Trend 2 days ago
87%
Advances
ODDS (%)
Bullish Trend 4 days ago
89%
Bullish Trend 4 days ago
87%
Declines
ODDS (%)
Bearish Trend 17 days ago
86%
Bearish Trend 2 days ago
79%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
83%
Bearish Trend 2 days ago
83%
Aroon
ODDS (%)
Bullish Trend 2 days ago
86%
Bullish Trend 2 days ago
87%
View a ticker or compare two or three
Interact to see
Advertisement
CSQ
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
NIE
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
CSHAX11.380.04
+0.35%
NYLI Cushing® MLP Premier Class A
MFECX135.01N/A
N/A
MFS Growth C
LRSQX13.25N/A
N/A
Lord Abbett Small Cap Value R2
CCASX71.35N/A
N/A
Conestoga Small Cap Investors
GMSMX21.15N/A
N/A
GuideMark® Small/Mid Cap Core Service

CSQ and

Correlation & Price change

A.I.dvisor indicates that over the last year, CSQ has been closely correlated with AAPL. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if CSQ jumps, then AAPL could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CSQ
1D Price
Change %
CSQ100%
+0.55%
AAPL - CSQ
71%
Closely correlated
-0.46%
AMZN - CSQ
70%
Closely correlated
-0.17%
MSFT - CSQ
69%
Closely correlated
-0.31%
JPM - CSQ
69%
Closely correlated
+0.47%
META - CSQ
68%
Closely correlated
+0.58%
More

NIE and

Correlation & Price change

A.I.dvisor tells us that NIE and HD have been poorly correlated (+17% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that NIE and HD's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NIE
1D Price
Change %
NIE100%
+0.28%
HD - NIE
17%
Poorly correlated
+0.12%
MSFT - NIE
10%
Poorly correlated
-0.31%
CRM - NIE
10%
Poorly correlated
+0.85%
UNP - NIE
6%
Poorly correlated
+1.47%
MA - NIE
2%
Poorly correlated
-2.10%
More